Training Question

Most duplicate-prospect/application-cancellation tickets resolve when an admin corrects the Yardi configuration that links prospect card cancellations to active applications.

• Avoid canceling a duplicate prospect card manually if the applicant already has an approved or active application attached — doing so can void the live application in Yardi.
• Check first whether the applicant already has an existing guest card and application before taking any action on a new duplicate prospect card that comes in.
• Leave the duplicate prospect card open (or simply do not cancel it) until you have confirmed with an admin the safest way to merge or remove it without affecting the application.
• Contact an admin (admin only) to merge or cancel the duplicate prospect card on the back end — there is a known configuration issue where canceling the card at the leasing-specialist level cancels the associated application.

If none of these solve it, file a ticket and include: the applicant's current application status in Yardi, the specific action taken (merge vs. cancel), and whether the application was already approved at the time the duplicate appeared. The more detail you provide about the sequence of events, the faster the admin can identify and fix the configuration.